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docs: Rewrite the guide on using the development environment.
This correct various inaccuracies and adds a bulleted list structure for better clarity. I think there's a lot more that could be done here in the form of linking to other pages, discussing restarting `run-dev.py`, etc.
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@@ -2,67 +2,74 @@ Using the Development Environment
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=================================
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This page describes the basic edit/refresh workflows for working with
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the Zulip development environment.
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the Zulip development environment. Generally, the development
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environment will automatically update as soon as you save changes
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using your editor. Details for work on the [server](#server),
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[webapp](#web), and [mobile apps](#mobile) are below.
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If you're working on authentication methods or need to use the [Zulip
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REST API][rest-api], which requires an API key, see [authentication in
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the development environment][authentication-dev-server].
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## Common (linting and testing)
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* After making changes, you'll often want to run the
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[linters](../testing/linters.md) and relevant [test
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suites](../testing/testing.md). All of our test suites are designed
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to support quickly testing just a single file or test case, which
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you should take advantage of to save time. Consider using our [Git
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pre-commit hook](../git/zulip-tools.html#set-up-git-repo-script) to
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automatically lint changes when you commit them.
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## Server
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While developing, it's helpful to watch the `run-dev.py` console
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output, which will show any errors your Zulip development server
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encounters.
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If you need to work more closely with authentication systems, or if you need
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to use the [Zulip REST API][rest-api], which requires an API key, this [detailed doc][authentication-dev-server]
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will help you get started.
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Here's what you need to do to see your changes take effect:
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* The main Django/Tornado server processes are run on top of Django's
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[manage.py runserver][django-runserver], which will automatically
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restart them when you save changes to Python code they use. You can
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watch this happen in the `run-dev.py` console to make sure the backend
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has reloaded.
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* The Python queue workers will also automatically restart when you
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save changes. However, you may need to ctrl-C and then restart
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`run-dev.py` manually if a queue worker has crashed.
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* If you change the database schema, you'll need to use the standard
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Django migrations process to create and then run your migrations; see
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the [new feature tutorial][new-feature-tutorial] for an example.
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Additionally, you should check out the [detailed testing
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docs][testing-docs] for how to run the tests properly after doing a
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migration.
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(In production, everything runs under supervisord and thus will
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restart if it crashes, and `upgrade-zulip` will take care of running
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migrations and then cleanly restaring the server for you.)
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To manually query the Postgres database, run `psql zulip` for an
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interactive console.
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* For changes that don't affect the database model, the Zulip
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development environment will automatically detect changes and
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restart:
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* The main Django/Tornado server processes are run on top of
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Django's [manage.py runserver][django-runserver], which will
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automatically restart them when you save changes to Python code
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they use. You can watch this happen in the `run-dev.py` console
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to make sure the backend has reloaded.
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* The Python queue workers will also automatically restart when you
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save changes. However, you may need to ctrl-C and then restart
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`run-dev.py` manually if a queue worker has crashed.
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* If you change the database schema (`zerver/models.py`), you'll need
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to use the [Django migrations
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process](../subsystems/schema-migrations.md) to create and then run
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your migrations; see the [new feature
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tutorial][new-feature-tutorial] for an example.
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* While testing server changes, it's helpful to watch the `run-dev.py`
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console output, which will show tracebacks for any 500 errors your
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Zulip development server encounters.
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* To manually query the Postgres database interactively, use
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`./manage.py shell` or `manage.py dbshell` depending whether you
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prefer an iPython shell or SQL shell.
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* The database(s) used for the automated tests are independent from
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the one you use for manual testing in the UI, so changes you make to
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the database manually will never affect the automated tests.
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## Web
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Once the development server is running, you can visit
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<http://localhost:9991/> in your browser. By default, the development
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server homepage just shows a list of the users that exist on the
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server and you can login as any of them by just clicking on a user.
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This setup saves time for the common case where you want to test
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something other than the login process. To test the login process,
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you'll want to change `AUTHENTICATION_BACKENDS` in the not-PRODUCTION
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case of `zproject/settings.py` from zproject.backends.DevAuthBackend
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to use the auth method(s) you'd like to test.
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Here's what you need to do to see your changes take effect:
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* If you change CSS files, your changes will appear immediately via hot module
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replacement.
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* If you change JavaScript or Handlebars templates, the browser
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window will be reloaded automatically.
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* For Jinja2 backend templates, you'll need to reload the browser manually
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to see changes take effect.
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Any JavaScript exceptions encountered while using the webapp in a
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development environment will be displayed as a large notice.
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* Once the development server (`run-dev.py`) is running, you can visit
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<http://localhost:9991/> in your browser.
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* By default, the development server homepage just shows a list of the
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users that exist on the server and you can login as any of them by
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just clicking on a user.
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* This setup saves time for the common case where you want to test
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something other than the login process.
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* You can test the login or registration process by clicking the
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links for the normal login page.
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* If you change CSS files, your changes will appear immediately via
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webpack hot module replacement.
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* If you change JavaScript code (`static/js`) or Handlebars templates
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(`static/templates`), the browser window will be reloaded
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automatically.
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* For Jinja2 backend templates (`templates/*`), you'll need to reload
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the browser manually to see changes take effect.
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* Any JavaScript exceptions encountered while using the webapp in a
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development environment will be displayed as a large notice, so you
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don't need to watch the JavaScript console for exceptions.
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## Mobile
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